CSWM
XYZ

Cassady Schiller Wealth Management’s Block Inc XYZ Stock Holding History

Cassady Schiller Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$16.3K Buy
192
+28
+17% +$2.3K 0.01% 300
2024
Q3 		$11K Hold
164
– – ﹤0.01% 313
2024
Q2 		$10.6K Hold
164
– – ﹤0.01% 314
2024
Q1 		$13.9K Buy
164
+39
+31% +$2.82K 0.01% 316
2023
Q4 		$9.67K Hold
125
– – ﹤0.01% 325
2023
Q3 		$5.53K Hold
125
– – ﹤0.01% 364
2023
Q2 		$8.32K Hold
125
– – ﹤0.01% 351
2023
Q1 		$8.58K Hold
125
– – ﹤0.01% 331
2022
Q4 		$7.86K Buy
+125
New +$7.71K ﹤0.01% 335
2022
Q1 		– Sell
-151
Closed -$24K – 631
2021
Q4 		$24K Buy
+151
New +$32.7K 0.01% 261

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cassady Schiller Wealth Management's XYZ Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Block Inc (XYZ) stake by 17% in Q4 2024, buying an estimated $2.3K and bringing the position to 192 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #300.

Cassady Schiller Wealth Management first reported a position in XYZ in Q4 2021 and has held it in 10 quarters since. The position peaked at $24K in Q4 2021. 1,137 funds tracked by Wall St. Rank hold XYZ as of Q4 2024.

  • Cassady Schiller Wealth Management held 192 shares of Block Inc worth $16.3K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 28 Block Inc shares in Q4 2024, an estimated $2.3K.
  • Block Inc made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #300 holding.
  • Cassady Schiller Wealth Management first reported a position in Block Inc in Q4 2021 and has held it in 10 quarters since.
  • Cassady Schiller Wealth Management's Block Inc position peaked at $24K in Q4 2021.
  • 1,137 funds tracked by Wall St. Rank held Block Inc as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.